The Siebel Application Administration training course is intended for application administrators responsible for supporting initial and ongoing administration of Siebel applications.
The initial section of Siebel Application Administration course provides grounding in key Siebel CRM concepts, including navigating the application, the Siebel CRM architecture, and the Siebel CRM object model. The next section describes access control, and how employees and application data must be administered. The third section covers literature, initial data, and administration that directly impact the user experience: user preferences, lists of values, certain types of data, predefined queries, quick fill templates, message broadcasts, alerts, activity templates, assessment templates, and iHelp. The fourth section introduces business automation such as workflows, and then discusses administration topics that require them, such as approvals, the Universal Inbox, and Siebel Reports. The final section covers additional administration topics such as submitting jobs, state models, the audit trail, system preferences, and administering Assignment Manager.
By attending this Siebel Application Administration workshop, delegates will learn to:
- Use access control to limit user visibility to application views and records
- Create and administer literature
- Customize the user experience
- Administer lists of values
- Administer quick fill templates and predefined queries
- Create and administer message broadcasts and alerts
- Create and administer activity templates and sales methods
- Create and administer assessment templates
- Create iHelp items
- Administer approvals
- Administer the Universal Inbox
- Create and submit jobs
- Administer Siebel State Model
- Administer Audit Trail
- Set system preferences
This Siebel Application Administration class is aimed at:
- Administrators
- End Users